Launched in 2006, FundLogic provides innovative investment solutions to clients, combining the financial expertise and resources of Morgan Stanley
We offer investors access to alternatives through three different product solutions:
Absolute Return Third Party UCITS Funds
Systematic Funds
Bespoke Solutions
Integration within Morgan Stanley’s group enables FundLogic to leverage best in class products, infrastructure and client relationships globally
Together with significant commitment from Fundlogic SAS Management and Morgan Stanley management, our vision is to be a market leading investment solutions provider
Our key assets are our clients, our people and our proprietary technology
Key Platform Statistics
Over 40 funds and various bespoke solutions
Daily and weekly liquidity
Dedicated FundLogic team, including resource from expert areas across Morgan Stanley
Dedicated distribution and investor relations team with distribution partners globally
Independent Board of Directors and service providers
FundLogic Alternatives plc
FundLogic Alternatives plc is an open-ended investment company with variable capital and segregated liability between portfolios established as an umbrella fund and authorized by the Central Bank of Ireland pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) (Amendment) Regulations, 2011 (S.I. No. 352 of 2011 ) as may be amended or supplemented from time to time. MSIM Fund Management (Ireland) Limited has been appointed as management company of FundLogic Alternatives plc and global distributor of the fund.
FundLogic Alternatives plc was incorporated on 28 April 2010.
The address of FundLogic Alternatives plc is below:
FundLogic Alternatives plc, 70 Sir John Rogerson’s Quay, Dublin 2, Ireland
Overview of Our Absolute Return Third Party UCITS Funds
FundLogic offers investors access to a variety of absolute return third party managers in a UCITS format
Each of the Sub-Funds are designed to provide a specific exposure to a strategy, style, region and defined market exposure
In addition to manager access, investors partner with FundLogic for the ease of reporting, independent oversight and control including, bespoke solutions around funding, liquidity and leverage
The range of Systematic Fund solutions is composed of Mutual Funds, ETFs, mandates that are exposed to market indices and Quantitative Investment Strategies
Morgan Stanley’s Quantitative Investment Strategies business delivers rules-based systematic strategies to fulfill a wide range on investor needs. This includes extracting risk premias, hedging and income solutions
Strategies are designed with consistency, transparency and liquidity as the guiding principles
Since its inception Fundlogic has specialised in the design, launch and management of bespoke investment solutions
As an illustration, Morgan Stanley’s Long Dated Savings business provides fully bespoke open-ended investment solutions which combine growth potential with downside protection, developed both for savings and retirement providers
Comprehensive product/ hedging capability: spanning savings, retirement, single and multi-premium products on both passive and actively managed investment strategies
Investor and own account application: track-record both in partnering to develop new investor product and in developing bespoke solutions for exiting products and/or own-account investments
Integrated Morgan Stanley offering: cross-asset content and hedging, integrated across Morgan Stanley divisions, for example, Prime Brokerage, Quantitative Investment Strategies and Asset and Liability Management
Full flexibility of delivery vehicles: ability to deliver UCITS and Non-UCITS Funds through Fundlogic